# Set up Optimizely Account

Before you begin, you will need the following:

* Optimizely Account&#x20;
* CrossEngage Account
* A website that implements the Optimizely snippet. See [this page ](https://support.optimizely.com/hc/en-us/articles/4410289783309-Custom-snippets-in-Optimizely-Web-Experimentation)for more information.
* User data that includes the Optimizely identifier

### Setting Up Dynamic Customer Profiles

Dynamic Customer Profiles (DCP) function as a storage facility for customer data on Optimizely. The data stored there can be used on platforms implementing the Optimizely snippet.

The process for setting up DCPs is explained in the [Personalization: Create Audiences with Dynamic Customer Profiles](https://help.optimizely.com/Target_Your_Visitors/Personalization%3A_Create_Audiences_with_Dynamic_Customer_Profiles) guide on Optimizely. Complete the following steps in the guide:

* Create a DCP Service
* Add a datasource
* Define attributes

### Creating an API Token

* In Optimizely, click on your profile in the bottom right corner.
* Go to the API Access Tab.
* Click on Generate new Token.
* Give your token a meaningful name, and click on Create.

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An API token is required in order for CrossEngage to access the Optimizely API. Complete the steps in the [Generate an API token in Optimizely Classic](https://help.optimizely.com/Integrate_Other_Platforms/Generate_an_API_token_in_Optimizely_Classic) guide to generate an API token. Save this value, as it will be required for the CrossEngage integration setup later.

### Transferring User Data to CrossEngage

### Configuring User Attributes

During the DCP setup, you configured a unique ID in step 5 of [Add a datasource](https://help.optimizely.com/Target_Your_Visitors/Personalization%3A_Create_Audiences_with_Dynamic_Customer_Profiles#2._Add_a_datasource). In order to store this unique ID value in CrossEngage, you can either create a new trait or use an existing trait. The value used will be configured in the integration setup. Ensure that you include this trait when creating users in the next step.

### Creating users

Users can be loaded on to the CrossEngage platform via the API or through the User Feed. Consult the [Data Management](https://documentation.crossengage.io/data-and-engagement-platform/data-management) documentation to learn more.
